Creating an Education Credit Type

To begin tracking earned education credits, the credit types must first be set up under the Certifications App.

1. Navigate to Certifications > Education Credits.

2. Click Add New Education Credit Type. The Add New Education Credit Type form will appear.

   1. Code and Name: Enter a brief code and name for the education credit type.

   2. Short Description

   3. Allow Self-Reported: Enabling permits non-staff users to self-report having earned education credits, instead of being required to earn them as a result of other means, such as attending an event, for example.

      Note: Enabling this option only impacts whether a non-staff user can self-report a credit. Even with this option enabled, association staff can still manually record education credits on a customer's behalf.

      1. Require Reference Field: Enabling requires the customer to submit references when self-reporting this type of education credit.

      2. Auto Approve: Causes self-reported education credits to be automatically approved, instead of requiring staff approval.

      3. Allow Document Upload: Permit users self-reporting education credits to submit a document during the process.

         • Require Document Upload: Require that self-reported education credits include an uploaded document.

      4. Instructions: Instructions for customers self-reporting education credits. These might include instruction regarding a filing fee, the type of document upload required, etc.

   4. Has Filing Fee: Enabling requires a filing fee to be assessed for this education credit type.

      1. Filing Fee: Associate the appropriate filing fee with the education credit.

3. Click Save.